ETF Midday Review | Surge in the new energy sector, with the battery industry chain leading gains; Battery ETF Invesco and Lithium Battery ETF rise over 7%.

Gelonghui, November 13 | The three major A-share indices collectively rose today. By the close of trading, the Shanghai Composite Index increased by 0.44%, the Shenzhen Component Index climbed 1.8%, the ChiNext Index gained 2.68%, and the Beijing Stock Exchange 50 Index surged 3.47%. The total trading volume of the Shanghai, Shenzhen, and Beijing markets reached RMB 1.2733 trillion, an increase of RMB 31 billion compared to the previous day. Over 3,800 individual stocks across the entire market recorded gains. In terms of sector performance, notable increases were seen in the battery industry chain, non-ferrous metals, chemicals, photovoltaic equipment, automobile manufacturing, and memory chip sectors. Conversely, underperforming sectors included oil and gas extraction services, banking, road and rail transportation, traditional Chinese medicine, insurance, natural gas, and retail. Regarding ETFs, new energy-related products...

Gelonghui FinanceNov 13 12:03

Mainland China has suspended the export control of certain products, including rare earths and lithium batteries, for a period of one year starting today.

To implement the specific measures outlined in the joint arrangement of the China-US Kuala Lumpur economic and trade consultations, China’s Ministry of Commerce and General Administration of Customs jointly issued an announcement. Effective from last Friday (November 8) until November 10 of next year, export controls will be imposed on ultra-hard materials (Announcement No. 55 of 2025), certain rare earth equipment and raw materials (Announcement No. 56 of 2025), five types of medium-to-heavy rare earths including holmium (Announcement No. 57 of 2025), as well as lithium batteries and synthetic graphite anode materials (Announcement No. 58 of 2025).

AASTOCKSNov 10 07:15

Lithium battery ETFs and battery ETFs rise as solid-state batteries achieve multiple breakthrough advancements.

The three major indices of China's A-share market trended lower in the morning session but rebounded in the afternoon to close collectively in positive territory. By the close, the Shanghai Composite Index was up 0.22% at 3,922 points, the Shenzhen Component Index gained 0.22%, and the ChiNext Index rose 0.09%, while the Beijing Stock Exchange 50 Index fell 1.07%. The total market turnover reached 1.66 trillion yuan, a decrease of 29.5 billion yuan compared to the previous trading day, with nearly 3,000 stocks posting gains. The lithium battery sector advanced, with Duofluoride gaining over 8% and Ganfeng Lithium rising more than 5%. Battery-themed ETFs including the Battery Leaders ETF, Invesco Battery ETF, Battery Fund ETF, Lithium Battery ETF, Battery ETF, Harvest Battery ETF, Lithium Battery ETF, and Battery 50 ETF all saw upward movements.

Gelonghui FinanceOct 23 15:32

CICC: Focus on Three Investment Themes in Light of Q3 Earnings Reports

Gelonghui October 20 — CICC pointed out that, in combination with the third-quarter earnings report, investors should focus on three investment themes. Given the relatively subdued internal growth expectations and heightened external uncertainties due to the renewed escalation of tariffs between China and the US, investors during the earnings season may pay closer attention to fundamental developments and seek structural highlights through the third-quarter reports. During the earnings disclosure phase, key areas of focus include: 1) sectors showing strong performance in the third-quarter reports, such as gold, TMT sectors benefiting from the high demand for AI, and non-banking financials; 2) high-growth opportunities with low correlation to economic cycles and external risks, such as the AI supply chain, as well as home appliances and industrial products with significant trade exposure to non-US economies and robust overseas production capacity.

Gelonghui FinanceOct 20 08:15

CICC: Which companies are expected to exceed earnings forecasts in the Q3 reports?

CICC released a research report stating that the third-quarter earnings reporting season will peak in late October, with year-on-year A-share profit growth potentially improving compared to the second quarter. Investors should focus on three main themes.

Zhitong FinanceOct 20 08:08

Express News | CSC Financial: Continue to recommend the energy storage sector, optimistic about the fundamentals of the lithium battery industry.

BreakingsOct 13 14:02